Life Events
Life is full of surprises! You can’t always predict what’s around the corner, but there are ways to help make sure you’re ready for just about anything. A financial planner can help you save for a big purchase, an education, start a business, or anything else that may come your way. Get started with a personalized financial plan that helps you make progress toward what matters most to you.
- See where you can stretch your dollars to get closer to your goals
- Get hands-on support managing bumps in the road so you can focus on your future
- Gain the confidence that comes with expert advice
Writing your life story
Where will you be in 5, 10 or 50 years? Wherever life takes you, we’ll help make sure that you’re ready for it.
Saving for education
Saving for education
Knowledge is priceless but the costs associated with an education can really add up. With the right financial plan, you can create effective education savings strategies, manage your day-to-day expenses and put aside money for retirement too.
School can be hard, but a financial planner can help make your education – or your child’s academic journey – a little easier.
- Make sure that you’re getting the most from government contributions
- Learn how to prioritize your savings
- Find out more about BMO’s education-specific investment options
Saving for a big purchase
Saving for a big purchase
Good things come to those who save. Whether it’s a car, a house, or a trip around the world, big purchases often represent significant milestones or investments in your future.
The key to achieving your big goals is finding the right way to save. A financial planner can help you get there.
- Learn about the best investment strategies for your savings timeline
- Get help making the most of your budget
- Find out more about the products and plans that can help you achieve your goals sooner
Getting married
Getting married
Ready for your happily ever after? Before you tie the knot, it’s important to have a clear understanding about where you and your partner stand when it comes to money. From budgeting for the wedding to deciding how to handle everyday finances once you’re married, working with a financial planner can help you synch up on your goals.
Start your life together on the right foot by having a great financial plan in place.
- Get expert advice on how to combine your assets
- Learn about tax reduction strategies
- Find out how to manage cashflow and build wealth as a couple
Becoming a parent
Becoming a parent
A new baby brings a lot of joy, and a lot of new expenses. From navigating parental benefits and tax credits to budgeting for childcare or extended time off work, there’s a lot to wrap your head around.
Be ready for any financial changes that your new addition may bring with a financial plan that’s tailored to your growing family.
- Get insight into how to prepare for new financial priorities
- Make the most of tax planning options available to parents
- Learn about wills, trusts, life insurance and registered investments that can help protect your new family
Starting a business
Starting a business
You’ve got an entrepreneurial spirit that can’t be stopped. The right financial plan can keep that momentum going by making sure your new venture is aligned with your short-and long-term goals.
Give yourself and your new business every chance to succeed by developing the right financial planning strategy from the start.
- Learn how to manage personal and business finances
- Discover ways to help your employees save through group savings plans
- Find out which financial products make the most sense for your business
Managing debt
Managing debt
Building wealth, saving for the future and eliminating bad debt can seem hard – so let us help. A financial planner can help you create a budget, develop strategies to help reduce interest costs and help you make the most of the money you have available.
Having a customized financial plan to manage debt helps you prioritize so you can focus on what’s ahead.
- Get a better understanding of your full financial picture
- Learn about ways to consolidate debt and free up cash flow for other life events
- Find out how to save, invest and spend smarter
Empty nest
Empty nest
They grow up so fast! As your kids venture out on their own, your financial priorities might shift too. Maybe it’s time to start thinking about downsizing, investing in a vacation property or taking the trip you’ve always dreamed of.
Whatever your priorities are, a financial plan can help you adjust to your new normal while keeping your financial goals in mind.
- Get expert guidance on making sure your investments match your new lifestyle
- Make sure that you’re saving enough for retirement
- Discover the best saving strategies to help you achieve your goals
Understand your net worth
Having a better understanding of your finances is a great first step to achieving your goals. Find out where you stand with our net worth worksheet.
Net worth worksheet
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Frequently asked questions
Helpful resources for your homebuying journey
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